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Spectrum Wealth Advisory Group’s Tesla TSLA Stock Holding History

Spectrum Wealth Advisory Group’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$515K Buy
1,384
+23
+2% +$9.47K 0.19% 41
2025
Q4 		$612K Buy
1,361
+285
+26% +$126K 0.23% 37
2025
Q3 		$479K Buy
1,076
+135
+14% +$46.8K 0.2% 42
2025
Q2 		$299K Buy
941
+31
+3% +$9.34K 0.14% 51
2025
Q1 		$236K Sell
910
-100
-10% -$33.3K 0.11% 50
2024
Q4 		$408K Buy
1,010
+197
+24% +$63.4K 0.19% 37
2024
Q3 		$213K Sell
813
-216
-21% -$49.3K 0.12% 44
2024
Q2 		$204K Buy
+1,029
New +$180K 0.22% 35
2024
Q1 		– Sell
-928
Closed -$231K – 32
2023
Q4 		$231K Buy
928
+106
+13% +$25.2K 0.28% 30
2023
Q3 		$206K Hold
822
– – 0.28% 30
2023
Q2 		$215K Buy
+822
New +$164K 0.29% 29

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spectrum Wealth Advisory Group's TSLA Position: Q1 2026 in Review

Spectrum Wealth Advisory Group increased its Tesla (TSLA) stake by 1.7% in Q1 2026, buying an estimated $9.47K and bringing the position to 1,384 shares worth $515K. The position accounts for 0.19% of the portfolio, ranked #41.

Spectrum Wealth Advisory Group first reported a position in TSLA in Q2 2023 and has held it in 11 quarters since. The position peaked at $612K in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Spectrum Wealth Advisory Group held 1,384 shares of Tesla worth $515K as of Q1 2026.
  • Spectrum Wealth Advisory Group bought 23 Tesla shares in Q1 2026, an estimated $9.47K.
  • Tesla made up 0.19% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #41 holding.
  • Spectrum Wealth Advisory Group first reported a position in Tesla in Q2 2023 and has held it in 11 quarters since.
  • Spectrum Wealth Advisory Group's Tesla position peaked at $612K in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.